Extension Pointers #1: A step-by-step guide to integrate Google Contacts using Sigma
Integrating and syncing data is a significant factor for effective customer relationship management.
Let's consider a scenario where an entrepreneur is planning on starting a new venture. An important factor in propelling any business towards success is a solid customer base. Maintaining important information about potential customers is also a critical element in managing a business effectively. In this post, we want to show you how to establish an integration that will manage data synchronization between different services efficiently.
Why integrate?
Integrating two services allows data to sync seamlessly between them. The Zoho Developer platform, Sigma, lets you build plug-in software extensions. Connector is a feature in Sigma that allows you to integrate with a third-party application through these extensions.
So let's say that an entrepreneur needs to sync Zoho CRM (client application) with Google Contacts (third-party application) and develops an extension using Sigma. Using the Connectors component, we can accomplish this integration between the applications. This integration will effectively sync contacts between the apps, providing consolidated customer information. This saves the entrepreneur's time and manual work. Below, we'll see the exact steps on how to establish a connection between these two services and export a contact from Zoho CRM to Google Contacts.
Topics covered:
➤ Creating a connection between Zoho CRM and a third-party application
➤ Registering with Google to obtain client credentials
➤ Adding a custom button and associating it with a custom function to perform an action
How to establish connections between services
To enable secure synchronization with a third-party application, certain authorization protocols must be followed. Zoho Developer provides two approaches for integrating services based on the type of user authentication supported by the third-party application:
1. If the third-party application that you want to integrate with Zoho CRM supports OAuth 2.0 protocol for user authentication, you can use connectors.
2. If the application you want to integrate with Zoho CRM only supports API key forms for user authentication, you can use custom variables.
In our scenario, lets see how to use connectors to create a secure connection with Google Contacts.
How to use connectors to establish a connection via OAuth 2.0
You will need URLs for a request token, access token and refresh token along with a client ID and secret to complete the connection process.
1. Choose Connectors from the left panel of the Zoho CRM console under Utilities, and then click Create Connection.
2. Provide the required information in the respective fields.
- Connector Name: A name for the connection to be established.
- Name of the Service: The name of the third-party application.
- Signup URL: The signup URL of the third-party application.
- Request Token: The URL for sending an authorization request to the third-party application server from the client application.
- Access Token: Once the request is authorized by the server, the access token is sent to the client. This token is exchanged every time the client needs to access the third-party application data.
- Refresh Token: There are few access tokens that expire after a limited time. In that case, this URL should be used to request a different access token.
Note: The URLs for a request token, access token, and refresh token can be obtained from the API documentation of Google.
For your reference, the values used in our example are as follows:
Request Token URL | |
Access Token URL | |
Refresh Token URL |
3. Click Save after providing the necessary details.
4. In order to obtain the Client ID and Client Secret, you must register with a web service (in our example, Google). If you need further instruction on how to obtain the Client ID and Client Secret, please take a look at the following section.
Note: The Redirect URL appearing in the Client Credentials dialog box is necessary to create the Client ID and Client Secret in the upcoming section.
5. Click Save after entering the Client ID and Client Secret to set the Client Credentials successfully.
6. Click Authorize Connector to Authorize the connection between the services. A connection is now successfully established between Zoho CRM and Google Contacts.
How to register with Google and obtain the Client ID and Client Secret?
1. Log into the Google API Console with your Gmail account credentials. Create a New Project.
2. Click ENABLE APIS AND SERVICES to manage the necessary APIs.
3. Search for the Contacts API, and click the ENABLE button to activate it.
4. Select the Credentials section present in the left panel, and click the CONFIGURE CONSENT SCREEN to fill in the application information.
5. Click Create after choosing either Internal or External depending on your target users.
6. Enter the Application name and the Authorized domain, and click Save.
7. Go back to the Credentials section, click CREATE CREDENTIALS, and choose OAuth client ID.
8. Provide the Application Name along with the Redirect URL that was listed on the CRM developer page during connector creation, and click Create.
9. The OAuth client credentials are now created and appear in a dialog box
10. Enter the unique Client ID and Client Secret obtained here in the Zoho CRM Client Credentials dialog box.
Add API calls and associate them with the connector
Upon authorizing the connection, the next step is to create a connector API that specifies how the components should interact. The steps to create connector APIs in the client application are:
1. Click Create Connector API. Enter the necessary details in the Create Connector API dialog box. In our example for adding a contact from Zoho CRM to Google:
Name of Connector API | PushContacts |
Method Type | POST |
URL |
Request Body:
<atom:entry xmlns:atom="http://www.w3.org/2005/Atom"
xmlns:gContact="http://schemas.google.com/contact/2008"
xmlns:gd="http://schemas.google.com/g/2005">
<atom:category scheme="http://schemas.google.com/g/2005#kind"
term="http://schemas.google.com/contact/2008#contact"></atom:category>
<gd:name>
<gd:givenName>${FirstName}</gd:givenName>
<gd:familyName>${LastName}</gd:familyName>
</gd:name>
<atom:content type="text">Notes</atom:content>
<gd:email rel="http://schemas.google.com/g/2005#work"
primary="true"
address="${Email}" displayName="${FirstName}"></gd:email>
<gd:phoneNumber rel="http://schemas.google.com/g/2005#work"
primary="true">
${Mobile}
</gd:phoneNumber>
<gd:organization rel="http://schemas.google.com/g/2005#work" primary="true">
<gd:orgTitle>${Title}</gd:orgTitle>
</gd:organization>
</atom:entry>
2. Click Create to create the Connector API successfully.
3. Click Execute to set the token variables.
4. Click Set & Execute, and observe the response code to check if the API works.
5. Click Publish after successfully executing the API.
Once published, the API needs to be associated with the extension. It appears under the Associated Connectors tab. Click Add to associate the connector GoogleSync with our extension CRMsyncGoogle.
Click View All APIs to check the Unique API Identifier.
Here, crmsyncgoogle.googlesync.pushcontacts is the Unique API Identifier.
Exporting contacts to Google from Zoho CRM
After the successful execution of the API connector, the next step is to implement the desired function. There are multiple options to do this. In our example, let's create a button and associate it with a custom function to push a contact from Zoho CRM to Google Contacts upon clicking.
Creating a "Push Contact to Google" custom button to perform the POST operation
Choose the Components section in the left panel of the extension console page. Select the Links & Buttons tab and click Create New Button.
Choose the Contacts tab, name the button, and choose the place where the button needs to be located. Select Writing Function as the action that will be performed by the button.
Write your custom function "pushcontact" to implement the "Push Contact to Google" button operation. This will allow you to push a contact from the Zoho CRM Contacts module to your Google Contacts.
pushcontact function Code Snippet:
cont_resp zoho.crm.getRecordById("Contacts",contact.get("Contacts.ID").toLong()); Firstname = cont_resp.get("First_Name"); Lastname = cont_resp.get("Last_Name"); mail = cont_resp.get("Email"); mobile = cont_resp.get("Mobile"); title = cont_resp.get("Title"); map = {"FirstName":Firstname ,"LastName":Lastname ,"Email":mail ,"Mobile":mobile ,"Title":title }; response = zoho.crm.invokeConnector("crmsyncgoogle.googlesync.pushcontacts",map); return "Contact Pushed"; |
How to check and test the functionality?
Click the Test your Extension button to check how your extension functions in the sandbox testing environment.
Under the Contacts module, in the testing environment, let's try and export "Customer2" to our Google Contacts. Click the Push Contact to Google button, and go to the Google Contacts to view your contact being added.
There are many different scenarios where connectors can be of use. In our example, we have seen how to add a contact from Zoho CRM to Google.
We recommend that you try using the connectors feature available in our developer platform to integrate with other third-party applications and reap the best benefits it has to offer.
Access your files securely from anywhere
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nanditha Somasundaram Somasundaram
Developer
Sunderjan Siddharth
700909992@zohoclosedAccount.com
Fernando Carello
Sticky Posts
Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!
We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCodeKaizen #256 - Build an Arrival Readiness Web Tab in Zoho CRM
Hi everyone! Welcome back to the Kaizen series! In the post, we discuss a use case in hospitality industry: how an Arrival Readiness web tab widget can be used to let reception staff identify and resolve issues before arrival of guests. Use case In theKaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Billing Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the earlyChatGPT Plugin / MCP Server auth error
Hi all I'm trying to connect the ChatGPT plugin for Zoho CRM but after username stage of the auth process, I get this error. {"error_description":"Invalid request url, Request is not as per defined in oauth metadata.","error":"mcp_error"} I've tried inOpen Records in a New Browser Tab
Hi FSM Team, Just a suggestion: It would be helpful to have a right-click → Open in New Tab option in FSM, similar to CRM. This should ideally work for any clickable record or module, allowing users to open multiple records in separate tabs without losingDashboards for Customers
Is it possible to build dashboards for each customers in the community for their tickets?Project Management Platforms for AI Agents: What Matters Most?
Zoho Projects is already going beyond basic AI assistance with MCP, AI Bridge, and integrations that let AI models access project data and perform actions. That raises an interesting question: what should a project management platform for AI agents actuallyCannot add note to record on mobile
In the latest version of the mobile app - if a record already has notes associated with it - you can add a note via the mobile app - if a record does not have previous notes there is no way to add a new one - it allows me only to send emailCustom color coding for your entities
Our brains are fine tuned to recognize colors before any text or shapes, making color coding a powerful tool to organize data and find items quickly. Color coding of our day-to-day work help with quickly processing the information, reducing cognitiveThe Social Wall: August 2026
Hello everyone. Welcome to the August 2026 edition of The Social Wall. This month, we're bringing you updates that make it easier to reach your audience, manage more channels, and streamline your publishing workflow. Here’s what’s new. WhatsApp bulk messagingCheck out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to trackHow do I get to "Admin Panel"
I just started a Cliq account. I am the sole administrator. As I read the documentation, I keep seeing reference to an "Admin Panel". I see no way to access this from my Cliq account. How do I access this panel?【初開催！ オンライン】Zoho Campaigns メール配信の基礎・活用勉強会を開催します！ 10/15 参加無料
ユーザーの皆さま、こんにちは。 Zoho コミュニティグループの中野です。 Zoho ユーザーコミュニティ初となる、メールマーケティングをテーマにしたオンライン勉強会を開催します！ ▶︎イベント詳細・参加登録はこちら 今回取り上げるサービスは「Zoho Campaigns」です。 「Zoho CRMとZoho Campaignsのどちらからメールを配信すればよいか分からない」 「一斉配信はできるようになったけれど、現在のリスト管理や設定が正しいか不安」 「メールを送るだけで終わり、配信後の改善につなげられていない」Lookups and Custom Modules
I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationshipMarketing Tip #46: Run flash sales the right way
A flash sale can do a lot for your store. It can clear slow-moving inventory, spike revenue on a slow day, or reward your most loyal customers. But if done carelessly, flash sales can backfire. Customers start expecting discounts, stop buying at fullIntroducing Smart Fields in Zoho Forms
Hello form builders! We are excited to introduce Smart Fields in Zoho Forms - a faster way to add calculations to your forms without writing formulas. Instead of creating multiple fields and configuring complex calculations yourself, you can now dragCheckbox not displaying correctly in subform
Greetings: I have shared my app (wv) with support. I am having problems with a checkbox field not displaying correctly in a subform. The main form is called volunteers and the subform is called volunteers_subform. The field in question is called roles. When you access the subform by itself the checkbox lookup displays as checkboxes. But when you view it in the main volunteers form, it displays as a multi-select dropdown instead. I have attached jpegs showing the difference. Any thoughts?Unbundle feature for composite items
We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in formThe reason I switched away from Zoho Notebook
My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digitalValid characters for use in email addresses using Zoho's apps/APIs
We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from usingExpand Zoho Analytics Spatial Capabitlities
Dear Analytics team Thanks for the great product - I'm a big fan on Analytics and the monthly release highlights is one of my favourite emails to receive. I'd like to request expansion and improvement of Zoho Analytics spatial data capabilities, namely:Automate customer follow-ups with Sequences in Bigin
Greetings, We hope you're all doing well! We're happy to announce a new feature that we've added to Bigin. Following up with every lead at the right time can be challenging, especially when your team is managing multiple conversations across emails, calls,Displaying only unread tickets in ticket view
Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter thatAdding Custom Status Options in Work Order Action Menu
Hello FSM Team, We would like to inquire if it is possible to add more custom options in the Work Order action/status dropdown (e.g., Cancel, Terminate, Non-Billable, Void, etc.). Currently, the available options are limited, and we are unable to customizeCan we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?
Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?Tag Limi?
is there any way to create more than 20 tags?prefill_data for Creator + Merge & Sign
Hello, Is there an option to use prefill_data for signer fields from creator? I see the option for CRM but it will not work with creator? I have tried passing the value in the signer data, and that also does not work. Alternatively, is there a way toDelug script
I have been looking at auto-update a amount (home currency) field from another module. Zoho native multicurrency was used in the other module (we have 4 here). Custom script was input with no error, but the field was not updated on trigger. Script asCan I Build a Gaming Website Using Zoho? Need a Quick Roadmap
Hi Dear Members, I want to create a gaming website using Zoho. Is it possible? My goal is to build a sleek, unique, easy-to-navigate, and fast-loading website for a gaming project. I want the site to look professional, user-friendly, and optimized forRemove Due Date from Statements
Is it possible to remove the Due Date on the Invoice transation line on statements? I have figured work arounds to get the Invoice detail on the Statement but cannot work out haw to simplify the stament by removing the "- due on xx/xx/2026" - it reallyWhat Should an Agent-Native Project Workspace Look Like
AI is moving beyond assistants that simply answer questions. With tools like MCP, agents can now interact directly with project data and perform actions. That makes me wonder: what should an agent-native project workspace actually look like? For me, itunable to join meeting due to speaker issue
unable to join meeting due to speaker issueHow to add formatting in zoho.cliq.postToUser(...) message?
In a CRM Deluge function, I'm trying to use the message formatting guidelines given here: https://www.zoho.com/deluge/help/cliq/posting-to-zoho-cliq.html#message-formats My message is: message: #Title text. The result in Cliq is: #Title text. (no largeMarketing Tip #50: Sell digital products and use them to grow your store
Physical products need packaging, shipping, and stock management. Digital products need none of that. Once created, they can be sold an unlimited number of times, delivered instantly, and never go out of stock. What counts as a digital product? A digitalTurn off Mobile Optimize
Hello is it possible to stop the automatic mobile optimization of my site as it looks much better on a mobile in full site format rather than mobile format. ThanksHow to select from pricebook when creating a salesorder or quote
I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?API - Available Stock Definitions
Okay, Zoho team... your copywriters fell down on the job for this one :) I think these warrant a bit more explanation as to what they include and what they don't.Cross-application Deluge calls fail when application link name starts with a number
I encountered an issue when calling a custom function in another Zoho Creator application within the same account. The target application’s URL/application link name began with a number, similar to: 27_example_application The following cross-applicationTransformez vos webinaires en opérations automatisées
Organiser un webinaire, c’est bien plus que passer en direct. Il faut gérer les inscriptions, suivre les participants, envoyer les enregistrements, mettre à jour le CRM… et s’assurer que chaque étape se déroule au bon moment. L’automatisation des workflowsMarketing Tip #1: Optimize item titles for SEO
Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantlyHow can I filter inactive/disable agent tickets?
Hello, We have an user-agent that left the company and we inactive/disabled his agent. So, now I can no longer filter or search tickets that he is the current owner, or even create a rule to reassign tickets to another person when the ticket is reopen.How do i move multiple tickets to a different department?
Hello, i have several tickets that have been assigned to the wrong department. I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?Next Page